HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

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INSIGHTS:

Artificial Intelligence – AI Tools & Services – SIFA AI

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Client Portal – Twenty7tec – FINPLAN

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Wealth Practice Management System – Twenty7tec FINPLAN

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Client Portal – acre

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Mortgage Sourcing Systems: acre

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Mortgage Practice Management Systems – acre

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QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange

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Client Engagement Systems Supplier/Software: Eligible

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Business Performance & Operational Management Systems: Rabbit Software

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Cash Flow Modelling/Financial Planning Tools: RetireMap

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Portfolio Analysis Tools
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